LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.81M
3
+$3.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.43M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.38M

Top Sells

1
+$25.4M
2
+$14.9M
3
+$9.02M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$2.98M
5
III icon
Information Services Group
III
+$2.25M

Sector Composition

1 Technology 23.42%
2 Healthcare 11.52%
3 Financials 9.27%
4 Consumer Discretionary 8.13%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$177K 0.01%
18,647
-1,813
827
$175K 0.01%
16,176
+276
828
$174K 0.01%
16,632
+2,030
829
$171K 0.01%
10,309
-205
830
$168K 0.01%
15,594
-10,603
831
$167K 0.01%
30,350
+2,171
832
$163K 0.01%
+10,667
833
$160K 0.01%
+18,110
834
$158K 0.01%
40,394
+20,197
835
$157K 0.01%
21,696
+2,936
836
$155K 0.01%
1,039
-202
837
$154K 0.01%
10,481
+388
838
$154K 0.01%
24,661
+1,923
839
$148K 0.01%
+15,158
840
$148K 0.01%
+11,380
841
$144K 0.01%
10,318
-3,349
842
$142K 0.01%
+19,676
843
$140K 0.01%
+17,440
844
$140K 0.01%
12,500
845
$140K 0.01%
+11,408
846
$140K 0.01%
+14,830
847
$140K 0.01%
22,240
+11,120
848
$140K 0.01%
+18,500
849
$138K 0.01%
+14,770
850
$138K 0.01%
31,542
+15,771
32 33
34
35 36